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Vanguard Mid-Cap ETF
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Overview Fund Activity

1,820 hedge funds and large institutions have $39.7B invested in Vanguard Mid-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 268 funds opening new positions, 753 increasing their positions, 581 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,820
Holders Change
+177
Holders Change %
+10.77%
% of All Funds
26.68%
Holding in Top 10
216
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+10.2%
% of All Funds
3.17%
New
268
Increased
753
Reduced
581
Closed
63
Calls
$27.8M
Puts
$6.84M
Net Calls
+$21M
Net Calls Change
+$8.35M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.72B
2
MIS
Morningstar Investment Services
Illinois
+$139M
3
Cerity Partners
Cerity Partners
New York
+$105M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$71.1M
5
OAM
Oppenheimer Asset Management
New York
+$62.4M

Top Sellers

1
BPA
Beacon Pointe Advisors
California
-$68.4M
2
CA
Clearstead Advisors
Ohio
-$54.6M
3
Bank of America
Bank of America
North Carolina
-$35.6M
4
Osaic Holdings
Osaic Holdings
Arizona
-$32.7M
5
FSWA
Financial Synergies Wealth Advisors
Texas
-$30.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBOO
626
First National Bank of Omaha
Nebraska
$3.01M -$78.9K -339 -3%
CBFP
627
Cedar Brook Financial Partners
Ohio
$2.98M +$14.9K +65 +0.5%
BSSFA
628
Baron Silver Stevens Financial Advisors
Florida
$2.98M +$145K +624 +5%
BPWM
629
Badgley Phelps Wealth Managers
Washington
$2.97M +$950K +4,083 +47%
SWA
630
SOA Wealth Advisors
New York
$2.96M -$69.1K -297 -2%
BHWM
631
Bar Harbor Wealth Management
New Hampshire
$2.95M -$40.9K -176 -1%
MFA
632
Mayflower Financial Advisors
Massachusetts
$2.95M -$22.6K -97 -0.8%
NFP
633
Narus Financial Partners
Utah
$2.94M +$201K +864 +7%
TDWM
634
Topel & Distasi Wealth Management
California
$2.94M -$46.1K -198 -2%
AMBIA
635
Allen Mooney & Barnes Investment Advisors
Georgia
$2.94M +$27.7K +119 +1%
FFN
636
Focus Financial Network
Minnesota
$2.94M -$3.49K -15 -0.1%
LSA
637
Lion Street Advisors
Texas
$2.93M +$1.17M +5,018 +66%
WS
638
Wedbush Securities
California
$2.9M -$585K -2,513 -17%
CWM
639
Cornerstone Wealth Management
Missouri
$2.89M -$67K -288 -2%
IA
640
IFP Advisors
Florida
$2.88M -$360K -1,546 -11%
GIM
641
Goelzer Investment Management
Indiana
$2.88M -$68.2K -293 -2%
CF
642
Centaurus Financial
California
$2.86M +$32.8K +141 +1%
PAM
643
Peak Asset Management
Colorado
$2.83M +$86.3K +371 +3%
CHA
644
Carmichael Hill & Associates
Maryland
$2.81M +$45.8K +197 +2%
RIM
645
RW Investment Management
Idaho
$2.8M -$161K -694 -5%
MI
646
Moneywise Inc
Virginia
$2.8M -$437K -1,880 -14%
BMCM
647
Bryn Mawr Capital Management
Pennsylvania
$2.79M -$79.6K -342 -3%
BOM
648
Bank of Marin
California
$2.79M – – –
CFD
649
Creative Financial Designs
Indiana
$2.78M -$47.9K -206 -2%
MSFS
650
Main Street Financial Solutions
Pennsylvania
$2.76M -$6.05K -26 -0.2%
24 25
26
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